Atlantic Trust Company Limited is a dynamic financial advisory firm based in Cape Town. The firm is managed by a group of highly skilled individuals which caters to the client’s financial needs. It was established in 1985 as Trident Trust Company (Cape) Limited and formed part of the Trident Trust group.
The company has staff experienced in accounting, tax, property management and development, investments, business and regulatory environments of the countries in which they are located. They liaise with the clients’ selected representatives to ensure provision of efficient, responsive and cost effective advice, and supervise the implementation thereof. Atlantic Trust actively attempts to maintain an open-door policy and specialises in structuring and advising high net asset value clients.
Gareth Williams has a B Compt degree with over 8 years experience in annual and monthly reporting. Gareth manages Atlantic Trust’s monthly management accounting division.
Brian Gamsu, a Chartered Accountant with a B.Com (Honours) degree is a member of the South African Institute of Chartered Accountants (Southern Region) Committee and a member of the International Tax Planning Association (ITPA). Brian has been the managing director of Atlantic Trust for over 25 years and holds many directorship and trustee positions within numerous entities. He is also a key individual and representative as determined by the Financial Services Board of both Atlantic Trust Company Limited and Atlantic Nominees (Pty) Ltd.
Robert Houlliston, a Chartered Accountant with a B.Compt (Honours) degree and has been a director of Atlantic trust Company Limited for 20 years. Robert holds many directorship and trustee positions within numerous entities. He is also a key individual and representative as determined by the Financial Services Board of both Atlantic Trust Company Limited and Atlantic Nominees (Pty) Ltd.
Robert Bain has over 10 years experience in accounting and tax. Robert manages Atlantic Trust’s annual accounting division.
The following accounting and secretarial services are provided
We believe that an audit process should be more than just assessing financial information and delivering financial statements. We carefully consider the unique elements of the business, and we take time to understand the nature of the business and identify solutions to make a real contribution to profitability.
We also believe there is a great deal to be gained from the review of a business, which isn't covered by the standard audit. The knowledge obtained is utilised in order to provide practical, value added reports to management. We ensure that our audits comply with the professional standards of the International Regulatory Board of Auditors and our methodology meets applicable international standards and regulations.
Since the promulgation of the Tax Administration Act, liaising with the South African Revenue Service is a daunting exercise. The legislative environment is constantly changing and the administration requirements are onerous. The task of submitting a tax return should not be conducted without a specialist. The Atlantic Trust team provides the necessary skills and experience to formulate a clear tax strategy and implementation of the same.
Tax consulting, advice and compliance in South Africa are our niche expertise. Tax advice is given based on your specific circumstances and will incorporate the following:
Investing is an essential part of any wealth creation strategy. Investments form part of a long-term financial plan to secure your financial future and a means for achieving your life dreams. The management of investments is done in terms of an investment management agreement and is catered to each client’s particular needs and risk portfolio.
Share ownership is the foundation of any trading strategy. Our investment team identifies overvalued, undervalued companies & evaluates the timing decision the investment or trade. Share investing gives investors access to dividends and long-term capital growth.
Offshore investments give you the freedom to invest on all the major international stock exchanges.
The Nedbank Corporate Cash Manager provides competitive rates and a system that empowers you to manage your money efficiently through our staff.
Trust administration and formation is an integral part of the daily operations of Atlantic Trust Company Limited and the company has over 28 years of experience in this field. Our offices deal with the complete process from formation, administration, management, investments and cost management.
Estate planning essentially involves structuring your personal financial affairs in such a way that, upon your death:
Involved in investment property management and development. Source property development partners and mandates, control purchases and sales of properties for and on behalf of clients predominantly in the Western Cape.